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Portfolio (Quarterly) Guide ↗

MJT & Associates Financial Advisory Group, Inc.

· CIK 0002065777
13F Portfolio $151M AUM 465 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 77 Added 64 Reduced 31 Exited
Page 1 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES CORE S&P TOTAL U.S. COM MARKET ETF 196,157.0 $32.2M 21.31% -6K -2.9% $164.27 +2.6%
2 IVW ISHARES S&P 500 GROWTH ETF 174,815.0 $24.0M 15.90% -15K -8.1% $137.53 +1.8%
3 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 51,055.0 $5.2M 3.45% -9K -14.5% $102.30 -4.1%
4 IJR ISHARES CORE S&P SMALL CAP ETF 32,517.0 $4.8M 3.19% -519.0 -1.6% $148.31 -1.8%
5 JPMORGAN ULTRA-SHORT INCOME ETF 76,936.0 $3.9M 2.57% -5K -6.3% $50.57
6 VBR VANGUARD SMALL CAP VALUE ETF 5,295.0 $1.3M 0.85% -49.0 -0.9% $242.97 +1.6%
7 JNJ JOHNSON & JOHNSON COM Healthcare 1,847.0 $469K 0.31% -14.0 -0.8% $253.97 +5.5%
8 NEE NEXTERA ENERGY INC COM Utilities 3,293.0 $289K 0.19% -67.0 -2.0% $87.77 -6.8%
9 OKE ONEOK INC NEW COM Energy 2,400.0 $209K 0.14% -515.0 -17.7% $86.94 +9.0%
10 AAPL APPLE INC COM Technology 701.0 $203K 0.13% -16.0 -2.2% $289.20 +10.5%
11 MSFT MICROSOFT CORP COM Technology 514.0 $192K 0.13% -49.0 -8.7% $373.02 +37.7%
12 SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 993.0 $153K 0.10% -119.0 -10.7% $154.44 +3.0%
13 IWM ISHARES RUSSELL 2000 ETF 485.0 $146K 0.10% -8.0 -1.6% $300.45 -1.6%
14 ESGD ISHARES ESG AWARE MSCI EAFE ETF 763.0 $78K 0.05% -9.0 -1.2% $102.81 +3.7%
15 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,091.0 $56K 0.04% -276.0 -20.2% $51.78 +1.9%
16 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 927.0 $52K 0.03% -56.0 -5.7% $55.93 -1.6%
17 EMR EMERSON ELEC CO COM Industrials 327.0 $47K 0.03% -4.0 -1.2% $143.15 +8.4%
18 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,258.0 $46K 0.03% -116.0 -4.9% $20.49 -14.7%
19 NUMG NUVEEN ESG MID-CAP GROWTH ETF 960.0 $45K 0.03% -111.0 -10.4% $46.96 +2.4%
20 CMI CUMMINS INC COM Industrials 44.0 $31K 0.02% -13.0 -22.8% $713.23 -20.8%
Page 1 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Consumer Defensive 13.6%
Utilities 13.2%
Consumer Cyclical 10.4%
Financial Services 9.2%
Healthcare 8.6%
Industrials 8.3%
Energy 4.8%
Communication Services 1.8%
Basic Materials 1.4%